-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將Hexcel未來12個月的目標價調高7美元至97美元，相當於2027年每股盈餘預期值的31.7倍，高於HXL過去三年的平均預期本益比30.5倍及同業平均本益比36.5倍。我們將2026年每股盈餘預期調高0.08美元至2.36美元，2027年每股盈餘預期調高0.10美元至3.06美元。 Hexcel第一季的業績凸顯了其穩健的基本面，這得益於商業航空航太業的持續復甦。受空中巴士A350和A320以及波音787和737 MAX等關鍵專案產量提升的推動，商用航空航太銷售額年增18.8%，預計2026年A350的產量將達到約80架。銷售成長帶來了顯著的營運槓桿效應，毛利率提升至26.9%，調整後營業收入成長49%，這得益於公司對現有產能的充分利用。儘管由於先前的資產剝離，國防、航太及其他業務的銷售額有所下降，但預計2026年下半年導彈相關需求將加速成長。作為領先的複合材料供應商，Hexcel憑藉其在提升飛機燃油效率方面日益增長的複合材料應用，佔據了有利地位。
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